Sector Expert: Jeff Killeen

CIBC World Markets

Image: Jeff Killeen

Jeff Killeen has been with the CIBC Mining Research team since early 2011. He covers and provides technical assessment of junior and intermediate exploration and mining companies worldwide. Prior to joining CIBC, Killeen worked as an exploration and mine geologist in several major mining camps, including the Sudbury basin and the Kirkland Lake region. Killeen earned his Bachelor of Science degree from Carleton University.



Recent Interviews

Jeff Killeen: Cash and Catalysts Rule the Day (9/10/14)

Jeff Killeen, mining analyst with CIBC World Markets, has spent much of 2014 on the road vetting junior mining projects. He says that the cash-and-catalyst mindset should remain prevalent for investors looking at explorer and developer equities, while improving operations has been the biggest motivator for producer share prices in 2014. In this interview with The Gold Report, Killeen offers his insight and hands-on perspective on several developers and producers with near-term catalysts.

Jeff Killeen: A Picky Player's Guide to a Cautiously Optimistic Mining Market (3/26/14)

The price of gold may be enjoying a double-digit increase so far this year and some equities may even have doubled their value, but Jeff Killeen of CIBC World Markets says it's not time to jump into metals with both feet. Be selective, he counsels. In this interview with The Gold Report, Killeen shares the higher-quality names that have prospects for development.

Jeff Killeen: C is for Cash and Catalysts in a Chaotic Market (6/28/13)

Resource equities remain under siege and Jeff Killeen, an analyst with CIBC World Markets in Toronto, preaches the importance of the two Cs, cash and catalysts, to investors in this shaky market. In this interview with The Gold Report, Killeen discusses what fundamentals he looks for and names some companies that have strong balance sheets and potentially market-moving news on the horizon.

Recent Quotes

"AKG's debt facility amendment frees up cash flow to enable reinvestment in the company's growth projects."

— Jeff Killeen, CIBC World Markets (5/20/16)
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"AKG's phase 2 capex is now staged to allow funding through operating cash flows."

— Jeff Killeen, CIBC World Markets (5/3/16)
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"We view AKG's mill performance as positive, and higher recoveries are likely to persist on a go-forward basis."

— Jeff Killeen, CIBC World Markets (4/7/16)
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"We continue to view CNL as a Sector Outperformer due to the high-grade and low-cost projections for Buritica."

— Jeff Killeen, CIBC World Markets (2/25/16)
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"We expect AKG shares will move toward a producer multiple as phase 1 is brought on-line."

— Jeff Killeen, CIBC World Markets (12/23/15)
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"AR will make a construction decision on San Agustin by early 2016."

— Jeff Killeen, CIBC World Markets (11/5/15)
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"AR's Magino update indicates stronger economics."

— Jeff Killeen, CIBC World Markets (9/21/15)
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"AKG's AGM project looks to be on track for completion on schedule and on budget."

— Jeff Killeen, CIBC World Markets (9/18/15)
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"P's Black Fox appears to be turning toward higher production levels."

— Jeff Killeen, CIBC World Markets (8/6/15)
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"We expect CNL to complete a feasibility study on Buriticß in the next 12 months."

— Jeff Killeen, CIBC World Markets (6/25/15)
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"Our estimates show phase 1 and 2 of AKG's Asanko project have an IRR of 21%."

— Jeff Killeen, CIBC World Markets (5/21/15)
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"We think P's strong growth in cash will act as a catalyst for its stock."

— Jeff Killeen, CIBC World Markets (5/6/15)
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"Black Fox is expected to generate free cash flow despite a weak gold price."

— Jeff Killeen, CIBC World Markets (3/19/15)
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"We expect a modest boost in reserves when P releases an update."

— Jeff Killeen, CIBC World Markets (2/24/15)
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"P's cost base has room to generate free cash flow today."

— Jeff Killeen, CIBC World Markets (2/13/15)
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"The financing improves AKG's balance sheet in a critical period."

— Jeff Killeen, CIBC World Markets (1/23/15)
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"AKG's goal of achieving production by Q1/16 is well within reach."

— Jeff Killeen, CIBC World Markets (1/16/15)
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"San Agustin could provide AR with near-term production growth."

— Jeff Killeen, CIBC World Markets (1/13/15)
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"The strategic investment is a positive step forward for PVG and its Brucejack project."

— Jeff Killeen, CIBC World Markets (12/9/14)
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"We are initiating coverage on TGM with a Sector Outperform rating."

— Jeff Killeen, CIBC World Markets (10/31/14)
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"PLG's Columbaz target at TV Tower has potential for significant volume."

— Jeff Killeen, CIBC World Markets (10/22/14)
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"CNL's drill results suggest Buritica's total size will grow and grades could improve."

— Jeff Killeen, CIBC World Markets (10/15/14)
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"We expect shares of P to trade at a premium to its peer group."

— Jeff Killeen, CIBC World Markets (9/16/14)
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"PLG's prospective assets have shown the potential to be developed into operating assets."

— Jeff Killeen, CIBC World Markets (9/12/14)
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"AKG's seasoned team is expected to maintain its schedule and reach production in Q2/16."

— Jeff Killeen, CIBC World Markets (9/11/14)
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"PG's drill results represent another positive step forward at Kinsley."

— Jeff Killeen, CIBC World Markets (9/11/14)
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"A PEA for San Agustin before the end of 2014 could be a meaningful catalyst for AR."

The Gold Report Interview with Jeff Killeen (9/10/14)
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"The gold exploration stocks that are still on the radar for institutional investors are companies like AKG."

The Gold Report Interview with Jeff Killeen (9/10/14)
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"CNL is a developer under coverage that is getting attention from institutional buyers."

The Gold Report Interview with Jeff Killeen (9/10/14)
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"PG's strong balance sheet and the ability to unlock value in its assets are a big part of its share price performance."

The Gold Report Interview with Jeff Killeen (9/10/14)
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"PLG's Kinsley project has some of the better grades I've seen in Nevada in recent memory."

The Mining Report Interview with Jeff Killeen (9/10/14)
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"PVG's Brucejack site should perform well."

The Gold Report Interview with Jeff Killeen (9/10/14)
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"Drill results released since P acquired the Black Fox asset suggest that the resource will grow."

The Gold Report Interview with Jeff Killeen (9/10/14)
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"SAS has been working toward getting the Taylor mine up and running."

The Gold Report Interview with Jeff Killeen (9/10/14)
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"We came away confident from a trip to PVG's Brucejack project."

— Jeff Killeen, CIBC World Markets (8/25/14)
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"PG's Hardrock project is taking shape."

— Jeff Killeen, CIBC World Markets (8/19/14)
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"AR is moving forward along a dual permitting path for San Antonio."

— Jeff Killeen, CIBC World Markets (8/15/14)
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"CNL's drilling at Buritica returns consistent, good results."

— Jeff Killeen, CIBC World Markets (7/29/14)
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"CNL has hit multiple gold veins at Buritica with grades and thicknesses better than estimates."

— Jeff Killeen, CIBC World Markets (7/29/14)
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"PLG's Valley Porphyry shows potential for continued resource growth."

— Jeff Killeen, CIBC World Markets (7/23/14)
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"We view PLG's drill results as positive; they highlight the potential for continued resource growth at TV Tower."

— Jeff Killeen, CIBC World Markets (7/22/14)
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"Phase 1 of AKG's Asanko gold mine is fully financed for construction."

— Jeff Killeen, CIBC World Markets (7/18/14)
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"The drill results at AR's San Agustin are encouraging."

— Jeff Killeen, CIBC World Markets (7/16/14)
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"P has low cash costs, a strong balance sheet and a seasoned management team."

— Jeff Killeen, CIBC World Markets (7/10/14)
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"PG's Indicated resource at Hardrock increased by 69%."

— Jeff Killeen, CIBC World Markets (7/9/14)
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